Prospect demo path

Use this flow for beta sales calls: show the outcome first, then run a small live scan as the credibility moment.

Read-only inbox accessNo automated sendingManual drafts only

Recommended call structure

Demo first, live scan second

1. Open the demo inbox

5-7 min

Show five realistic agency opportunities before asking for inbox access.

2. Connect read-only email

2-3 min

Connect Gmail or Outlook only after the prospect understands the payoff.

3. Run two batches

2-4 min

Run the recommended scan action twice. Stop once there are enough messages to analyze.

4. Analyze scanned messages

1-3 min

Use the single recommended action once messages exist.

5. Copy one draft

2-3 min

Open the strongest opportunity and copy the suggested follow-up draft.

Talk track

Open the demo inbox

Before we connect anything, here is the outcome FoundMoney is built to create.

Connect read-only email

FoundMoney reads business communication. It does not send, delete, or modify email.

Run two batches

We are using small saved batches in beta so the scan stays reliable on the zero-cost setup.

Analyze scanned messages

Now we turn the scanned communication into revenue opportunities.

Copy one draft

FoundMoney does not send automatically. It gives the owner a specific draft they can review and send manually.

Good-fit signals

  • They have active client or prospect conversations in Gmail or Outlook.
  • They sell retainers, projects, lead-gen services, or marketing campaigns.
  • They believe revenue gets missed because follow-up is inconsistent.
  • They are comfortable with read-only email access after seeing the demo.

Stop rules

  • If OAuth gets slow, switch back to the demo inbox and offer to run the live scan after the call.
  • If the first two batches are thin, continue scanning only if the prospect is engaged.
  • If unpaid billing blocks analysis, use the demo inbox and move them to beta checkout.